StockDriftsStockDriftsTop 50 S.A. Mason LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | 5.22% | 79.7K | $13.9M | -2.27%(-1.85K) | $9.06(+2393.50%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Market ETF | 3.43% | 28.5K | $9.1M | +1.34%(+376) | $200.78(+81.65%) | 2026-03-31 | |
| VSDM | Vanguard Short Duration Tax-Exm Bd ETF | 3.41% | 119.0K | $9.1M | +42.44%(+35.47K) | $76.51(-0.34%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 ETF | 3.11% | 12.7K | $8.3M | +18.43%(+1.97K) | $427.54(+74.43%) | 2026-03-31 | |
| VOO | Vanguard S&P 500 ETF | 2.75% | 12.3K | $7.3M | +32.02%(+2.97K) | $512.10(+33.26%) | 2026-03-31 | |
| VO | Vanguard Mid-Cap ETF | 2.34% | 21.7K | $6.2M | +7.63%(+1.54K) | $51.35(+50.02%) | 2026-03-31 | |
| VB | Vanguard Small-Cap ETF | 2.28% | 23.2K | $6.1M | +6.70%(+1.46K) | $188.47(+51.57%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 2.16% | 15.5K | $5.7M | +1.10%(+169) | $161.59(+150.76%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF Trust | 2.15% | 8.8K | $5.7M | -1.10%(-98) | $306.46(+142.22%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.13% | 22.4K | $5.7M | +2.82%(+615) | $88.95(+236.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.37% | +70.07% |
| Top 20 Holdings Unweighted | +17.18% | +60.90% |
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